Devon Killian has the pleasure of serving as a Wealth Advisor with Truist Bank. With more than 20 years of financial services experience, she is able to offer her clients personalized and holistic advice. Devon and her team specialize in areas including retirement planning, risk management, estate guidance, strategic credit use and investment management.
As a native of Charlotte, she enjoys working with individuals and business owners in the local market. Her passion is helping clients find peace of mind in their financial lives. Sometimes that means setting goals and celebrating victories along the way. Other times that means finding a path forward in difficult and unforeseen times. She finds joy in opportunities to help, and getting to know people drives her purpose every day.
Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking and/or wealth needs of business owners.
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